Updating Tracking in SureDone

The first way tracking can be updated is in bulk. First we will go into how to properly export your items and set up the CSV. These steps are important because unlike item exports, you will need to open the file a bit differently to ensure your numeric shiptracking does not convert to scientific notation.

If you are trying to export certain orders first you will input your query in search in the Orders page. In this example I am inputting a specific date range of Amazon orders I want to export that have shiptracking filled in. The example query is date:<="2017-04-06 06:18:43" date:>="2017-04-04 01:29:51" order:amzn shiptracking:-= :

Then you will trigger the export of the orders. After your export processes and you download the report, you may need to exit out of it and import it differently because Excel converts the USPS tracking numbers to scientific notation and doesn't display/retain the actual tracking number when you convert to Number (it ends the tracking with a bunch of zeroes when I try it). After you download the export and exit of out of it, the way you can do this is by opening a new Excel sheet and in the Data tab there will be a section called Get External Data. In this section you will click From Text:

When you click this it will ask you to choose a file to import and you will choose the export that you downloaded and get lead to a screen like this:

The Delimited option should be chosen and in the next screen you will choose "Comma" as the delimiter. The next screen you get to is important because this is where you will format your CSV to have text values. You will select all the columns (you can highlight the first one then scroll to the end and make sure you press Shift and click on the last column). When all the columns are highlighted, you can choose Text:

This will retain the true values of your tracking numbers. After you Finish, it will add all the rows to the blank Excel sheet in Text format. When you get to the export, you will delete all columns except order, shiptracking, shipdate, shipcarrier and shipservice making sure that the the columns are in that order:

Similar to updating your items in bulk, you will need to save the file as a .csv. However, unlike bulk updating items, you do not include any headers or action column so the next step is to remove the first row.

The .csv file format is to have order number, shiptracking, shipdate, shipcarrier and shipservice looking similar to the following:

If a header isn’t being updated, the cell in its column should be empty. Once the .csv is put together and saved, it can be uploaded in the following section:

After the file is chosen and “Upload Tracking” is clicked, you will be led to the following screen to confirm your updates:

There are options that can be chosen in bulk on an order by order basis for uploading the tracking, emailing the customer and marking the order as shipped. Once this is confirmed, you can press the “Confirm & Email Ship Tracking” to update the orders.

It’s important to note that the shipdate field can either be NOW or in YYYY-MM-DD format (i.e. 2016-07-26). The shiptracking field can be updated to be the tracking number but you can also update it to whatever you want. The most common updates are PENDING, ORDERED, CANCELED, etc. Any entry in the shiptracking field (besides ORDERED and PENDING) will place the order in the Shipped tab as opposed to the Awaiting tab. If you want to include multiple tracking numbers in the field, you can separate them out using an asterisk (*) or comma.

Updating Individual Order

The other method is to upload tracking on a single order bases in the same page you would submit your bulk edit for tracking. The section looks like the following:

The only fields that can (and need to be) filled in are Order #, Tracking # (can be a number or text) and Carrier. You also have the option to email the customer and reset the tracking and ship date for the item. The following is an example on how this section would look filled in:

Once the fields and appropriate boxes are checked, you can click “Upload Tracking” to update the order.